Salesforce integration with Symplify Communication
How to Start journeys in Symplify Communication from new Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Start journeys in Symplify Communication from new Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Symplify Communication integrations
Symplify Communication actions
Nekton can use any feature that is available in Symplify Communication API.
Using our advanced AI, you can easily create custom automations for Symplify Communication.
Here are some typical actions you can do in your automated workflows.
Add Purchase History Line
Adds a purchase history line to a contact.
Create Contact
Creates a contact in a specific list.
Update Contact
Updates a contact in a specific list.
Anonymize Contact
Anonymizes a contact by email address or originalId.
Unsubscribe Contact
Unsubscribes a contact in a specific list.
Find a Contact by Original Id
Search for a contact in a specific list.
About Symplify Communication
Symplify is an omnichannel marketing automation platform that helps marketers leverage their data in their digital 1:1 communications.